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Utilizing Retirement Savings and Tax Strategies for College Expenses

A four-year college degree may not be right for everyone, but studies show that it can pay off. In 2021, women aged 25-34 with at least a bachelor’s degree earned...

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Reducing Taxes in Retirement With An IRA

It’s never too early to begin thinking about how to reduce your income tax liability in retirement – especially because some strategies require action in the years leading up to...

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Leveraging Idle Cash in an SDIRA

Excess or idle cash can accumulate in a self-directed IRA (SDIRA), such as when you monetize an investment and are waiting to make another. While having liquidity in an SDIRA...

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Is A Roth Conversion Right For You?

The contributions you make to IRAs and workplace retirement plans generally reduce your taxable income for the year of contribution and stay tax-deferred until you withdraw them. While you’re enjoying...

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Maximize Self-Directed IRA Tax Benefits for Your Clients

The U.S. tax code is complex to say the least. This complexity results in little-known rules that can trip up an uninformed investor, but also in some hidden exceptions that...

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How to Avoid the Early Distribution Tax

Self-directed IRAs are intended to be used as a savings and investment vehicle for retirement, but many of us have good reason to tap into that resource before we retire....

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